Performance Reporting - Custom Groups

The custom group settings dialog is used to manually organize a list of investments into groups. New groups can be created and investments added or removed from each group. The order of the groups and investments can also be arranged.

In order to create a custom group, enter the group name in the name text box and click the add button to add the new group. Highlight investments and use the arrow buttons to un-group the investments and then add them to the new group. Reorder existing groups using the up and down arrow buttons.